Bailing out the Titanic with a teaspoon (or why hope is a strategy for the ECB)

par Andrew Mulliner

il y a 1 semaine

​The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of the meeting and what the future holds with Draghi on his way out, an empty toolbox at the ECB and weakening global growth.

Plus…
Do you remember the Great Financial Crisis?

par John Pattullo

il y a 1 semaine

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

Plus…
Credit where credit’s due

par Daniel Siluk, Nick Maroutsos

il y a 2 semaines

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

 
Plus…
European elections: centrists struggle but no breakthrough for the far-right

par Bethany Payne

il y a 3 semaines

The European Parliament elections on 23 May produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, Portfolio Manager, Global Bonds, explains the main points and provides a brief assessment of the impact on the markets.

 
Plus…
Dovish central banks extend cycle: higher corporate credit allocation may be warranted

par Mayur Saigal

il y a 1 mois
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
Plus…
Using the 1890s as a guide to bond investing (not the 1980s)

par Jenna Barnard

il y a 2 mois

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

Plus…
The Fed’s decision: Steady rates today – but lower down the road?

par Nick Maroutsos

il y a 2 mois

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

Plus…
Zone restreinte - Quand la politique empiète sur le domaine des banques centrales

par Nick Maroutsos

il y a 2 mois

Alors que l'indépendance des banques centrales semble menacée, Nick Maroutsos, co-responsable des Obligations internationales chez Janus Henderson Investors, explique que la démarcation entre banques centrales et politique manque de clarté.

Plus…
Dans les rouages du fonds Janus Henderson Horizon Euro High Yield Bond Fund

par Tom Ross

il y a 2 mois
Dans cette vidéo, Tom Ross, le co-gérant du fonds Janus Henderson Horizon Euro High Yield Bond Fund, se penche sur la manière dont l’équipe gère la stratégie, y compris sur le rôle particulier des analystes et sur les inefficiences qu’ils cherchent à exploiter afin de générer des performances positives pour les investisseurs.
Plus…
Maximiser les opportunités: l'importance de la corrélation et de la diversification

par Nick Maroutsos

il y a 2 mois


Nick Maroutsos, co-responsable mondial de la Gestion Obligataire, considère qu'il est important de comprendre l'idée de corrélation pour parvenir à la diversification.

Plus…
Affronter la volatilité du marché obligataire avec la diversification internationale

par Nick Maroutsos

il y a 2 mois

Nick Maroutsos, co-responsable de la gestion des Obligations mondiales, nous explique pourquoi il est important de se concentrer sur les obligations de qualité en période de volatilité potentielle sur le marché obligataire. 

Plus…
Fed pivot slows advent of cycle’s end

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

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Sector spotlight: food and beverage

par John Lloyd

il y a 2 mois

​John Lloyd, Co-Head of Credit Research, shines the spotlight on the food and beverage sector, exploring the challenges that the industry faces and what this might mean for bond investors.

 
Plus…
Have we returned to a Goldilocks economy?

par James Cielinski

il y a 2 mois

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Plus…
China — the swing factor in global growth

par Jennifer James

il y a 2 mois

​Jennifer James, Lead Analyst within the Emerging Market Debt team, looks at the importance of China both for developed and emerging market growth.

Plus…
How did they miss it? Central bankers and the global economic downturn…

par Jenna Barnard

il y a 2 mois

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

Plus…
Leveraged loans — a look behind the headlines

par Elissa Johnson

il y a 2 mois

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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Focus sur les marchés européens du haut rendement

par Tom Ross

il y a 2 mois
Compte tenu du changement d’orientation de la politique monétaire des banques centrales et du caractère contradictoire des statistiques économiques, Tom Ross, gérant de portefeuille d’obligations d’entreprises, examine les conditions du marché auxquelles sont confrontés les investisseurs des marchés européens d’obligations à haut rendement. 
Plus…
Brexit — Theresa May’s final dance?

par Bethany Payne

il y a 3 mois

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
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Un marché européen du haut rendement à la saveur très américaine

par Tim Winstone, Tom Ross

il y a 3 mois

Tom Ross et Tim Winstone, gérants de portefeuille de crédit, examinent les raisons pour lesquelles les entreprises américaines empruntent sur les marchés obligataires européens et pourquoi cela peut créer des opportunités pour les investisseurs.

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